Purchases and Sales Made in Q4 2023 in Ishares Russell 2000 ETF (IWM)
This table provides information about the institutional ownership of Ishares Russell 2000 ETF (IWM) during Q4 2023. The information is specifically focused on institutions that hold shares of ISHARES RUSSELL 2000 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
19.4K+ 2.38% |
$3.15M - $3.98M
|
834K
$179M
|
|
|
Jan 11, 2024
Q4 2023
|
Parkside Investments, LLC
|
BUY
|
- |
19.4K+ 6.83% |
$3.14M - $3.97M
|
303K
$65M
|
|
|
Feb 14, 2024
Q4 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
19.3K+ 11148.55% |
$3.13M - $3.95M
|
19.5K
$4.18M
|
|
|
Feb 15, 2024
Q4 2023
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
BUY
|
- |
19.1K+ 429.28% |
$3.09M - $3.9M
|
23.5K
$5.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
19K+ 6.88% |
$3.08M - $3.89M
|
295K
$63.3M
|
|
|
Feb 09, 2024
Q4 2023
|
First Trust Bank, Ltd.
Nassau, C5 |
BUY
|
- |
18.6KNew |
$3.02M - $3.81M
|
18.6K
$3.99M
|
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
18.5K+ 736.8% |
$3M - $3.79M
|
21K
$4.51M
|
|
|
May 30, 2024
Q4 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
18.5KNew |
$3M - $3.79M
|
18.5K
$3.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
18.1KNew |
$2.94M - $3.72M
|
18.1K
$3.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
18K+ 609.48% |
$2.92M - $3.69M
|
21K
$4.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
18K+ 125.0% |
$2.92M - $3.69M
|
32.4K
$6.95M
|
|
|
Feb 14, 2024
Q4 2023
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
18K+ 30.62% |
$2.91M - $3.68M
|
76.6K
$16.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
17.9K+ 31.66% |
$2.9M - $3.66M
|
74.4K
$16M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.7K+ 20.86% |
$2.86M - $3.62M
|
102K
$22M
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
17.5K+ 9.72% |
$2.84M - $3.58M
|
197K
$42.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
17.4K+ 224.06% |
$2.82M - $3.56M
|
25.1K
$5.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Amica Mutual Insurance CO
|
BUY
|
- |
17.1KNew |
$2.77M - $3.5M
|
17.1K
$3.66M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
16.8K+ 308.41% |
$2.73M - $3.45M
|
22.3K
$4.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16.8K+ 18.53% |
$2.72M - $3.43M
|
107K
$23M
|
|
|
Feb 14, 2024
Q4 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
16.4KNew |
$2.66M - $3.36M
|
16.4K
$3.52M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
16.3K+ 191.28% |
$2.64M - $3.34M
|
24.8K
$5.33M
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
16.2K+ 664.13% |
$2.63M - $3.32M
|
18.7K
$4M
|
|
|
Jan 17, 2024
Q4 2023
|
Connective Portfolio Management, LLC
|
BUY
|
- |
16.2KNew |
$2.63M - $3.32M
|
16.2K
$3.48M
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
16.1KNew |
$2.61M - $3.3M
|
16.1K
$3.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
15.8K+ 247.87% |
$2.56M - $3.23M
|
22.1K
$4.75M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
15.7K+ 29.07% |
$2.55M - $3.22M
|
69.9K
$15M
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
15.6K+ 407.55% |
$2.53M - $3.19M
|
19.4K
$4.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
15.3K+ 8.93% |
$2.49M - $3.14M
|
187K
$40.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
15.3K+ 8.51% |
$2.49M - $3.14M
|
196K
$42M
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
15.2K+ 40.42% |
$2.47M - $3.12M
|
52.9K
$11.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
15.1K+ 303.16% |
$2.44M - $3.09M
|
20K
$4.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.1K+ 9.21% |
$2.44M - $3.09M
|
179K
$38.3M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
15K+ 322.61% |
$2.44M - $3.08M
|
19.7K
$4.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
15K+ 17.65% |
$2.43M - $3.07M
|
100K
$21.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
15KNew |
$2.43M - $3.07M
|
15K
$3.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
14.6KNew |
$2.38M - $3M
|
14.6K
$3.14M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
14.6K+ 71.81% |
$2.37M - $3M
|
35K
$7.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Resolute Advisors LLC
|
BUY
|
- |
14.5KNew |
$2.35M - $2.97M
|
14.5K
$3.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
14.4K+ 29.82% |
$2.34M - $2.96M
|
62.9K
$13.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
14.3K+ 199.21% |
$2.32M - $2.93M
|
21.5K
$4.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
14.1K+ 8.04% |
$2.29M - $2.89M
|
190K
$40.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
14.1K+ 1066.14% |
$2.28M - $2.88M
|
15.4K
$3.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Alden Global Capital LLC
West Palm Beach, FL |
BUY
|
- |
14KNew |
$2.28M - $2.87M
|
14K
$3.01M
|
|
|
Jan 31, 2024
Q4 2023
|
Forte Asset Management LLC
|
BUY
|
- |
13.8K+ 283.82% |
$2.23M - $2.82M
|
18.6K
$3.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
13.8KNew |
$2.23M - $2.82M
|
13.8K
$2.95M
|
|
|
Feb 06, 2024
Q4 2023
|
New South Capital Management Inc
Memphis, TN |
BUY
|
- |
13.5KNew |
$2.19M - $2.77M
|
13.5K
$2.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
12.8K+ 296.19% |
$2.07M - $2.61M
|
17.1K
$3.66M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
12.6K+ 197.74% |
$2.05M - $2.58M
|
19K
$4.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
12.5KNew |
$2.03M - $2.57M
|
12.5K
$2.69M
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
12.4KNew |
$2.01M - $2.54M
|
12.4K
$2.66M
|